See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,487 | $58,828+4.5% | $77,999-21.2% | $62,891-2.2% |
| Participation rate | 41.7% | 71.1%-29.4pp | 75.5%-33.9pp | 69.3%-27.6pp |
| Annual return | 10.61% | 17.16%-6.5pp | 425.96%-415.4pp | 20.14%-9.5pp |
| Employer contribution / active EE | $666 | $1,672-60.2% | $2,470-73.0% | $2,281-70.8% |
| Participant deferral / active EE | $1,409 | $2,686-47.5% | $3,497-59.7% | $3,203-56.0% |
| Admin fee / account holder | $0 | $4,393-100.0% | $5,480-100.0% | $4,296-100.0% |